See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,281 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $6,213 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,150 | $58,879-60.7% | $178,490-87.0% | $73,488-68.5% |
| Participation rate | 87.6% | 66.2%+21.4pp | 81.9%+5.7pp | 70.7%+17.0pp |
| Annual return | 20.56% | 24.86%-4.3pp | 151.07%-130.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,049 | $2,236-53.1% | $5,011-79.1% | $2,270-53.8% |
| Participant deferral / active EE | $1,689 | $2,567-34.2% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | $85 | $400-78.8% | $13,984-99.4% | $513-83.4% |